Operations Customers - Add or Delete Roles to Customers

1. Navigate to "Customers"

   In the Operations Portal, navigate to Customers.

   

2. Select "Companies"

   Then, select Companies.

   

3. Search for the company using the "Search..." field

   On the Companies screen, you can browse the list of companies or search for the company using the Search field.

   

4. Click the Details icon

   Once you have selected a company, click the details icon to view the company details.

   

5. Click the "Customers" tab

   Click on the "Customers" tab.

   

6. Search for the customer using the "Search..." field

   You can browse the list of customers in the company, or search for a specific customer in the Search field.

   

7. Click the Details icon

   Once you have located the customer you want to add or delete a role, click the Details icon of the customer.

   

8. Click "Roles"

   On the following screen, go to the Roles tab located beside the Details tab.

   

9. Click here

   All the roles assigned to the customer will be shown on the Roles tab.

   

10. Click "+ Assign role"

    To add a role to the customer, click in to the "+ Assign role" field at the bottom of the screen.

    

11. Type to search for the role

    Start typing the name of the role you want to add to the customer.

    

12. Select the role

    Select the role you would like to add from the list.

    

13. Added role will be shown on the list of roles

    The added role will be shown on the list of roles assigned to that customer.

    

14. Select a role

    If you wish to unassign or delete a role from a customer, on the Customer Roles tab, select a role from the list.

    

15. Click "Edit"

    Click "Edit".

    

16. Select "Delete selected rows"

    Then, select "Delete selected rows" from the options.

    

17. The role is now deleted from the list.

    The role is now deleted from the list.